Advisornet Financial’s Whitestone REIT WSR Stock Holding History

Advisornet Financial’s Portfolio WSR Stock Details WSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38	Hold	2	–	–	﹤0.01%	2234
2025 Q4	$33	Hold	2	–	–	﹤0.01%	2212
2025 Q3	$29	Hold	2	–	–	﹤0.01%	2218
2025 Q2	$29	Hold	2	–	–	﹤0.01%	2207
2025 Q1	$33	Buy	+2	New	+$28	﹤0.01%	2151
2019 Q4	–	Sell	-1,439	Closed	-$20K	–	2000
2019 Q3	$20K	Hold	1,439	–	–	﹤0.01%	1192
2019 Q2	$18K	Hold	1,439	–	–	﹤0.01%	1082
2019 Q1	$17K	Hold	1,439	–	–	﹤0.01%	1047
2018 Q4	$18K	Hold	1,439	–	–	﹤0.01%	958
2018 Q3	$20K	Hold	1,439	–	–	﹤0.01%	964
2018 Q2	$18K	Hold	1,439	–	–	﹤0.01%	980
2018 Q1	$15K	Hold	1,439	–	–	﹤0.01%	991
2017 Q4	$21K	Buy	+1,439	New	+$20.3K	﹤0.01%	855

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Advisornet Financial's WSR Position: Q1 2026 in Review

Advisornet Financial held its Whitestone REIT (WSR) position steady in Q1 2026 at 2 shares worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Advisornet Financial first reported a position in WSR in Q4 2017 and has held it in 13 quarters since. The position peaked at $21K in Q4 2017. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Advisornet Financial held 2 shares of Whitestone REIT worth $38 as of Q1 2026.
Advisornet Financial left its Whitestone REIT share count unchanged in Q1 2026.
Whitestone REIT made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2234 holding.
Advisornet Financial first reported a position in Whitestone REIT in Q4 2017 and has held it in 13 quarters since.
Advisornet Financial's Whitestone REIT position peaked at $21K in Q4 2017.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.